Streamline Professional Services
Prismware connects the deal, the engagement and the invoice for consulting, advisory and professional services firms on one Microsoft platform.
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Pipeline, projects and billing on one system, so every billable hour gets captured.
Prismware runs Dynamics 365, Business Central and Microsoft 365 for consulting, advisory and compliance firms, connecting the deal, the engagement and the invoice.
Prefer to talk? Call 1-888-413-0331Technologies we deliver and support
Where professional services firms bring us in.
Here's how we handle each one.
Dynamics 365 Sales with every deal, proposal and engagement on one record.
Time, expenses and project margin tracked in Business Central while the work is open.
Engagements, people and field work scheduled in Dynamics 365, connected to billing.
Microsoft 365 Business Premium, Purview and Defender, with evidence ready for client audits.
SharePoint and Teams organized by client and engagement, with the right people seeing the right files.
Laptops, Microsoft 365 accounts and licenses ready before day one.
From proposal to statement of work.
Every deal, proposal and engagement sits on one record in Dynamics 365 Sales, so partners and consultants work from the same information and nothing stalls in an inbox.
When a deal closes, the engagement, the team and the budget carry straight into delivery.
Margin you see while the engagement is open.
Time and expenses post against the engagement as they happen. Utilization, realization and margin show while the work is open, and invoices build from what was actually delivered.
Delivery built on your own process.
Prismware maps how your work is sold, scheduled, delivered and administered, then designs Dynamics 365 around it. Dedicated developers on a monthly plan keep extending the platform as your practice changes.
Client data, protected and provable.
Client files live in SharePoint and Teams by client and engagement, with access set per team. Purview and Defender protect sensitive client data and produce the evidence your clients' auditors ask for.
The stack.
Dynamics 365 Sales · Dynamics 365 Field Service · Dynamics 365 Project Operations · Business Central · Power BI · Microsoft 365 and Copilot · Purview and Defender
Professional services results Prismware has delivered.
A manufacturer saw the full ERP blueprint, roadmap and cost before committing.
How Prismware gave a manufacturer's leadership the full Business Central blueprint, phased roadmap and cost picture before any commitment.
Business Central- Consulting & Strategy
A business unit moved from QuickBooks to its group's Business Central in under 10 weeks.
How Prismware moved a business unit off QuickBooks and onto its parent group's Business Central in under 10 weeks, live on the target date.
- Business Central
Every company in a manufacturing group runs on one Business Central.
How Prismware took every company in a multi-region manufacturing group live on one Dynamics 365 Business Central.
- Business Central
A software company runs its product email, hosting and CRM on Azure.
How Prismware moved a software company's product email, hosting and CRM onto Azure and Dataverse, built to scale with the platform.
Microsoft Azure
Microsoft Power Platform
Managed IT Services
A service company runs Dynamics 365 Field Service built around how it delivers.
How Prismware designed Dynamics 365 Field Service around a service company's own end-to-end processes and keeps extending it with a dedicated development team.
Dynamics 365 Field Service
Custom App Development- Microsoft Azure
A firm moved its entire email history to Microsoft 365 with zero data lost.
How Prismware moved a firm from Google Workspace to Microsoft 365 with every mailbox intact and Teams collaboration working from day one.
Microsoft 365- Managed IT Services
A hospitality business traded break-fix IT for clean licensing and predictable costs.
How Prismware took ownership of a hospitality business's Microsoft 365 environment, cleaned up its licensing and replaced break-fix IT with proactive support.
- Microsoft 365
- Managed IT Services
Microsoft Licensing (CSP)
A software company closed its security gaps in two weeks, with production running the whole time.
How Prismware closed a software company's web security gaps in two weeks while production kept running.
Cybersecurity & Compliance- Microsoft Azure
A distributor brought sales, operations and collaboration onto one Microsoft platform in three months.
How Prismware replaced a distributor's disconnected systems with Dynamics 365, Microsoft 365 and Azure on one platform, live in three months.
Dynamics 365 Sales- Microsoft 365
- Microsoft Azure
- Custom App Development
Trusted by companies like yours
Straight answers.
Business Central or Dynamics 365 Project Operations?
Business Central handles project accounting for most firms. Dynamics 365 Project Operations fits firms running large, resource-heavy engagements. Prismware matches the platform to how you deliver.
Can you keep developing it after go-live?
Yes. Prismware provides dedicated Dynamics 365 developers on a monthly plan to keep building and extending your platform.
How are licenses and implementation billed?
Licenses are billed at Microsoft list price, per user, per month, through Prismware as your Cloud Solution Provider. Implementation is quoted by phase once scoping is complete.